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Name Holding Trade Value Shares
Change
Change in
Stake
AFG
1326
Albion Financial Group
Utah
$108K +$17.2K +215 +20%
AWM
1327
Abound Wealth Management
Tennessee
$107K +$640 +8 +0.6%
BG
1328
Bollard Group
Massachusetts
$100K +$640 +8 +0.7%
WBC
1329
West Branch Capital
Massachusetts
$99.7K -$22.9K -286 -19%
HDIM
1330
Hanson & Doremus Investment Management
Vermont
$99K – – –
KFI
1331
Key Financial Inc
Pennsylvania
$98.1K -$800 -10 -0.8%
Capital Analysts LLC
1332
Capital Analysts LLC
Pennsylvania
$97K +$44.6K +558 +89%
Sit Investment Associates
1333
Sit Investment Associates
Minnesota
$95K -$31.2K -390 -25%
PMFA
1334
Plante Moran Financial Advisors
Michigan
$94.7K – – –
ATC
1335
Adirondack Trust Company
New York
$93.2K – – –
CNBTD
1336
Citizens National Bank Trust Department
Mississippi
$92.1K -$4K -50 -4%
CSB
1337
City State Bank
Iowa
$91.9K – – –
SouthState Corp
1338
SouthState Corp
Florida
$91.4K -$2.56K -32 -3%
PWA
1339
Physician Wealth Advisors
Utah
$91.3K +$26.4K +330 +42%
Leonteq Securities AG
1340
Leonteq Securities AG
Switzerland
$90.9K +$76.8K +961 +672%
UCB
1341
United Community Bank
South Carolina
$90.5K +$9.92K +124 +13%
FPF
1342
First Pacific Financial
Washington
$89.6K +$87K +1,088 New
AF
1343
Alerus Financial
North Dakota
$89.4K – – –
FF
1344
Friedenthal Financial
New Jersey
$88.3K +$85.7K +1,072 New
BSB
1345
Bangor Savings Bank
Maine
$88.2K – – –
SIM
1346
Sentry Investment Management
Wisconsin
$88K -$27.2K -340 -23%
QC
1347
Quent Capital
New York
$87.8K +$85.2K +1,066 New
Bogart Wealth LLC
1348
Bogart Wealth LLC
Virginia
$86.6K +$2.16K +27 +3%
BHWM
1349
Bay Harbor Wealth Management
Maryland
$86K +$2.24K +28 +3%
VNA
1350
Valley National Advisers
Pennsylvania
$85K -$1.9M -23,713 -96%